Wealth Management Consultant

AmeriLife•Remote, OH, OH

8d•$80,000 - $125,000•Remote

About The Position

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support.

Requirements

5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies
Series 6 or 7, Series 63, and appropriate life insurance licenses.

Nice To Haves

experience conducting point of sale life insurance sales a plus
Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred
Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning

Responsibilities

Establishing and maintaining strategic national, regional, and local relationships within the territory.
Fact-finding and prospecting with assigned advisors to maximize sales results.
Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes.
Providing illustration, case, and product design support with assigned advisors.
Assisting advisors at the point of sale during client meetings
Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.